COI Tracking & Vendor Compliance for Property Managers
Track certificates of insurance, flag coverage gaps, automate vendor follow-ups, and stay audit-ready — with Yardi, Buildium, AppFolio, or QuickBooks export built in. CoffeePal gives property managers a compliance system of record instead of one-off OCR results.
Track certificate of insurance status across every vendor
See which vendors are compliant, expiring, expired, or missing required documents without stitching together property-level notes, spreadsheets, and inbox threads. CoffeePal gives portfolio teams a clearer view of what needs review now, what will expire next, and where a manager is still waiting on the vendor.
What CoffeePal checks on every COI
The platform is built around certificate of insurance tracking, not generic file storage. Each submission is organized around the questions property managers actually ask before approving work.
- Certificate of insurance dates and renewal timing
- Additional insured wording and coverage gaps
- Low limits, missing limits, and incomplete submissions
- Exception history and audit-ready evidence
Built for property managers, not generic parsing
CoffeePal combines certificate of insurance tracking with vendor follow-up, review workflows, and compliance reporting so teams can work from a system of record instead of one-off OCR results. That matters when multiple buildings, multiple approvers, and recurring vendor renewals all have to stay visible at the same time.
Fits current property operations
You do not need to rebuild your operating process to adopt vendor compliance software. CoffeePal is positioned as the workflow layer that helps teams collect, review, and move validated information into the systems they already use.
- Buildium, AppFolio, and Yardi-ready workflows
- Vendor portal and email intake for document collection
- Portfolio-level renewal reminders and compliance queues
- Exportable evidence for boards and internal reviews
Built for Canadian and Ontario property operations
CoffeePal handles the compliance documents that Canadian property managers actually deal with: CSIO certificates in every major format, WSIB clearance tracking, TSSA compliance, backflow prevention, and Ontario Standard Lease workflows. That gives Canadian property managers more than a scanner result: it gives them a process they can defend during reviews, renewals, and internal handoffs.
- CSIO CERT, CA4301e, Desjardins, and standard CSIO tabular COI formats
- WSIB clearance certificate tracking and expiry alerts
- TSSA and backflow compliance document handling
- Ontario Standard Lease generation and management
- Bank-ready CPA-005 file generation for PAD rent collection
Start with a real certificate before rollout
Use the free COI checker to test extraction and validation on a live document, then move into vendor compliance software for your full portfolio when the process fits. Supporting pages like the Ontario COI guide, integration pages, and workflow walkthroughs give searchers a more specific next step instead of forcing every intent onto the homepage.